DSAB Finserve’s Post

Great to see with State Street Global Advisors and Meaghan Victor moving forward and understanding the fee landscape with the reduction of fees on more #ETFs (after the reductions in Nov 23)- adding value to all investors including the Raiz Invest community with #raizplus Check out the investment options in the #raizapp today - $RZI #raizyourgame #saveandinvest #financialeducation https://lnkd.in/gfwNjGV3

Most investors rely on past returns when choosing Mutual Funds for their SIPs— but there’s a better way to invest. 🔍 Discover how to identify top-class funds using consistency and benchmarking to make more informed decisions! 📈 Our latest blog explains the sahi way to choose funds, plus an easy-to-use tool to implement it. 🔑 Key Takeaways: 💡 Why past performance isn't everything 💡 How to assess fund performance consistently 💡 Importance of portfolio quality Start investing smartly. Check out the full article 👉 https://bit.ly/44arUxG #SIP #MutualFunds #InvestSmart #PersonalFinance #MoneyWorks4Me  

Arnaud Misset, Chief Digital Officer at CACEIS, Dr. Ian Hunt, Author and ledger designer at FundAdminChain (FAC), Chris Mills, Managing Director at Citisoft and Laurence Smith, senior market strategist at Consesys-TEC will talk about "Tokenisation: the teenage years of development?" At least two things are certain about #tokenisation: it’s challenging & long anticipated. Just like parenting a teenager. Tokenisation projects have been taking place within a landscape devoid of regulatory certainty. Making matters worse, there may not exist a proper understanding of the demand. This panel asks if tokenisation is a solution looking for a problem and – if it isn’t – what is the next destination that fund firms and providers should be steering towards? More information about the event and agenda: https://bit.ly/3uKHe8n #fundstech #fundstechforum #fundstechforumlondon We encourage you to register, if you do not meet the complimentary criteria but would like to attend, contact your account manager: events@definitearticlemedia.com

In today's NFP UpSkill Session on MF Standards & Best Practices, Ashish Sethiya from AssetPlus, emphasized the importance of client satisfaction and transparency in commission disclosure for mutual fund distributors. He highlighted the need to listen to feedback, address grievances promptly, and avoid conflicts of interest. He also suggested using online platforms to disclose commissions and provide clients with all the necessary information to make informed investment decisions. Become a ProMember and get the entire UpSkill Series for FREE & access all resources- https://lnkd.in/d-wnuVnu #AssetPlus #ClientSatisfaction #Grievance #MutualFunds #FinancialPlanning #MFClientServicing #MFStandardisation #UpSkill #FinancialAdvisors #MFD #RIA #ProMembership #NetworkFP #PFP #NFP

TradeFlow Capital Management is proud to share 23 April 2024 marks the start of the 7th year of our CEMP - USD Trade Flow Fund SP, furthering 6 years of proven success in fintech empowered trade enablement with strong and steady returns. We take this opportunity to thank our investors and partners for their continued support and #collaboration. #fintech #investments #finance

Embark on a diverse investment expedition with DSP Multi Cap Fund! 🌐📈 Unveiling a dynamic fund structure blending large cap, mid cap, small cap (25-50%) and a global touch (0-25%) for a truly balanced portfolio. 🌍✨ Exciting news – NFO opens on 8th Jan and closes on 22nd Jan! 🚀📆 For detailed insights, reach out to Spiral Financial Services. 📞💼 #DSPMultiCap #InvestmentDiversification #GlobalOpportunities #SpiralFinancialServices #NFO2024

💲 What are exchange-traded funds (ETFs)?    From very humble beginnings in North America a generation or so ago, the market for ETFs has evolved into a global multi-trillion-dollar industry today. The scope of products on offer has also widened, with ETFs now covering a broad range of asset classes, sectors, and regions, as well as providing solutions for numerous investment objectives.   #ETFs #FinanceTerms 

The Meketa Infrastructure Fund (Ticker: MIFAX) is now available to registered investment advisors (RIAs) through Fidelity’s Institutional Wealth Services and National Financial marketplaces. The Infrastructure Fund, registered under the Investment Company Act of 1940, is an evergreen interval fund that is priced daily and offers liquidity for up to 5% of the Fund’s NAV once per quarter. It is designed for RIA clients seeking diversification and long-term capital appreciation through exposure to global private infrastructure, which has traditionally been only available to institutional investors. Learn more here: https://lnkd.in/ghVh7ksH #wealthmanagement #privateequity #privatemarkets #RIAs Disclosures: https://lnkd.in/gfGBKFyH

Come for the Swag. Stay for the alternative investment discussions. We are pleased to attend Insite24! About KPC Private Funds Platform: KPC works #independentwealthadvisors and select families to thoughtfully integrate #alternativeinvestments into their portfolios. We are a Registered Investment Advisor with the U.S. SEC, created to be a conflict-free, business-to -business solution for the wealth advisory community. KPC curates 15-20 best ideas in the private markets and offers advisors the ability to customize them to a clients specific investing needs. Advisors can customize a portfolio of private funds to their unique client needs. We consolidate all reporting (k-1, monthly reporting) and report to your custodians and tech providers. #privatefunds #uncorrellated #rias #wealthadvisors https://hubs.li/Q02yNFjD0 Important Disclosures: https://hubs.li/Q02yNScV0

I am so proud that our fintech Good Lioness has won 2024 Fintech Best Investment Tech! Good Lioness uses proprietary algorithms to deliver Risk Optimised Adjusted Returns (ROAR) and Goal Oriented Optimised Diversification (GOOD) to substantially enhance investment performance. Thank you Business Awards UK for the recognition. #investmentgoals #investmentstrategy #investmentportfolio #BAUK #fintech #investment